Cetera Investment Advisers

Cetera Investment Advisers Portfolio holdings

AUM $91.5B
1-Year Est. Return 19.12%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.12%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$10.8B
AUM Growth
+$5.78B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,171
New
Increased
Reduced
Closed

Top Buys

1 +$255M
2 +$180M
3 +$131M
4
BND icon
Vanguard Total Bond Market
BND
+$127M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$118M

Top Sells

1 +$121M
2 +$87.2M
3 +$84M
4
ABT icon
Abbott
ABT
+$46.2M
5
AMZN icon
Amazon
AMZN
+$15.3M

Sector Composition

1 Technology 6.72%
2 Healthcare 4.16%
3 Financials 3.95%
4 Consumer Discretionary 2.87%
5 Industrials 2.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2101
-3,953
2102
-45,225
2103
-3,504
2104
-32,184
2105
-14,572
2106
-7,947
2107
-22,966
2108
-4,489
2109
-17,628
2110
-7,904
2111
-379
2112
-9,831
2113
-27,283
2114
-74,482
2115
-5,450
2116
-4,019
2117
-41,460
2118
-7,034
2119
-31,638
2120
-7,455
2121
-17,992
2122
-8,227
2123
-6,277
2124
-2,432
2125
-2,986